By Proactive
Publication Date: 2026-04-28 15:22:00
Microsoft Corp (NASDAQ:MSFT) appears to have conceded more ground to OpenAI in a revised partnership that reshapes the balance of power in artificial intelligence, according to UBS, even as the broker keeps a positive stance on the stock.
The Swiss bank said the latest agreement – the third major revision in 16 months – allows OpenAI to host its products across rival cloud providers, effectively ending Microsoft’s exclusivity and opening the door to competitors such as Amazon Web Services.
UBS said this change “appears to be a major win for Amazon.com Inc (NASDAQ:AMZN)” and “tough to describe… as anything but a negative for Microsoft”, highlighting a broader shift as both companies pursue diversification.
The move seems to reflect practical constraints. OpenAI needs more computing power and distribution than Microsoft alone can…
